SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 243 filers reported holding SPDR SER TR in Q2 2020. The put-call ratio across all filers is 2.18 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $16,000 | -77.8% | 716 | -67.7% | 0.02% | -65.9% |
| Q4 2019 | $72,000 | +2.9% | 2,216 | -5.2% | 0.04% | +7.3% |
| Q3 2019 | $70,000 | -22.2% | 2,337 | -20.4% | 0.04% | -19.6% |
| Q2 2019 | $90,000 | +32.4% | 2,937 | +31.3% | 0.05% | +30.8% |
| Q1 2019 | $68,000 | +15.3% | 2,237 | 0.0% | 0.04% | +14.7% |
| Q4 2018 | $59,000 | +1080.0% | 2,237 | +1532.8% | 0.03% | +1600.0% |
| Q3 2018 | $5,000 | +25.0% | 137 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $4,000 | – | 137 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 467,765 | $16,830,000 | 11.39% |
| WALLER FINANCIAL PLANNING GROUP, INC | 892,674 | $32,118,000 | 9.40% |
| Stadion Money Management, LLC | 2,739,440 | $98,565,000 | 7.98% |
| Peterson Wealth Advisors, LLC | 563,795 | $20,285,000 | 6.70% |
| Garrett Wealth Advisory Group, LLC | 331,304 | $11,920,000 | 6.48% |
| Pinnacle Wealth Planning Services, Inc. | 775,833 | $27,914,000 | 5.02% |
| ISLAY CAPITAL MANAGEMENT, LLC | 122,961 | $4,424,000 | 4.61% |
| HARVEST GROUP WEALTH MANAGEMENT, LLC | 188,468 | $7,399,000 | 4.56% |
| Valmark Advisers, Inc. | 5,876,217 | $211,426,000 | 4.10% |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 139,155 | $5,007,000 | 3.94% |